American Trust’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

American Trust’s Portfolio USTB Stock Details USTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Sell	3,987 -12	-0.3%	-$607	0.02%	323
2026 Q1	$202K	Sell	3,999 -58	-1%	-$2.95K	0.02%	304
2025 Q4	$206K	Sell	4,057 -30	-0.7%	-$1.53K	0.02%	315
2025 Q3	$208K	Buy	4,087 +98	+2%	+$4.98K	0.02%	311
2025 Q2	$203K	Buy	+3,989	New	+$202K	0.02%	288

Other funds holding USTB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

American Trust's USTB Position: Q2 2026 in Review

American Trust reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 0.3% in Q2 2026, selling an estimated $607 and leaving 3,987 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #323.

American Trust first reported a position in USTB in Q2 2025 and has held it in 5 quarters since. The position peaked at $208K in Q3 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

American Trust held 3,987 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $202K as of Q2 2026.
American Trust sold 12 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $607.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.02% of American Trust's portfolio in Q2 2026, its #323 holding.
American Trust first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
American Trust's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $208K in Q3 2025.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.